InceptionR’s Pultegroup PHM Stock Holding History

InceptionR’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,927	Closed	-$1.4M	–	841
2025 Q4	$1.4M	Buy	11,927 +6,906	+138%	+$847K	0.39%	44
2025 Q3	$663K	Buy	5,021 +758	+18%	+$94.1K	0.16%	232
2025 Q2	$450K	Buy	+4,263	New	+$430K	0.1%	343
2025 Q1	–	Sell	-5,464	Closed	-$595K	–	772
2024 Q4	$595K	Buy	+5,464	New	+$709K	0.13%	294
2024 Q3	–	Sell	-3,819	Closed	-$420K	–	819
2024 Q2	$420K	Buy	+3,819	New	+$434K	0.12%	329
2023 Q3	–	Sell	-3,228	Closed	-$251K	–	535
2023 Q2	$251K	Buy	+3,228	New	+$219K	0.13%	313

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

InceptionR's PHM Position: Q1 2026 in Review

InceptionR sold out of Pultegroup (PHM) in Q1 2026, closing a stake of 11,927 shares — an estimated $1.4M sold.

InceptionR first reported a position in PHM in Q2 2023 and held it in 6 quarters. The position peaked at $1.4M in Q4 2025. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

InceptionR reported no remaining Pultegroup position as of Q1 2026 after selling out during the quarter.
InceptionR sold 11,927 Pultegroup shares in Q1 2026, an estimated $1.4M.
InceptionR first reported a position in Pultegroup in Q2 2023 and held it in 6 quarters.
InceptionR's Pultegroup position peaked at $1.4M in Q4 2025.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.